FWM
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Fonville Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fonville Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Sell
55,442
-17
-0% -$893 0.5% 41
2026
Q1 		$2.69M Sell
55,459
-257
-0.5% -$12.6K 0.51% 43
2025
Q4 		$2.6M Buy
55,716
+1
+0% +$45 0.53% 43
2025
Q3 		$2.49M Sell
55,715
-92
-0.2% -$4.01K 0.56% 41
2025
Q2 		$2.36M Sell
55,807
-1,251
-2% -$50.2K 0.6% 40
2025
Q1 		$2.35M Sell
57,058
-881
-2% -$37K 0.69% 38
2024
Q4 		$2.37M Sell
57,939
-35
-0.1% -$1.49K 0.78% 35
2024
Q3 		$2.42M Sell
57,974
-899
-2% -$36.3K 0.84% 35
2024
Q2 		$2.31M Sell
58,873
-1,373
-2% -$54.3K 0.92% 35
2024
Q1 		$2.46M Sell
60,246
-154
-0.3% -$5.88K 1.09% 32
2023
Q4 		$2.25M Buy
+60,400
New +$2.08M 1.19% 31

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Fonville Wealth Management's DFUV Position: Q2 2026 in Review

Fonville Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.03% in Q2 2026, selling an estimated $893 and leaving 55,442 shares worth $3.05M. The position accounts for 0.5% of the portfolio, ranked #41.

Fonville Wealth Management first reported a position in DFUV in Q4 2023 and has held it in 11 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Fonville Wealth Management held 55,442 shares of Dimensional US Marketwide Value ETF worth $3.05M as of Q2 2026.
  • Fonville Wealth Management sold 17 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $893.
  • Dimensional US Marketwide Value ETF made up 0.5% of Fonville Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Fonville Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.